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SPDR Bloomberg Convertible Securities ETF

346 hedge funds and large institutions have $2.79B invested in SPDR Bloomberg Convertible Securities ETF in 2018 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 140 increasing their positions, 124 reducing their positions, and 36 closing their positions.

Holders
346
Holders Change
-1
Holders Change %
-0.29%
% of All Funds
7.92%
Holding in Top 10
34
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+13.33%
% of All Funds
0.78%
New
38
Increased
140
Reduced
124
Closed
36
Calls
$588K
Puts
$642K
Net Calls
-$54K
Net Calls Change
+$844K
Name Market Value Shares Shares
Change
Shares
Change %
IA
76
IFP Advisors
Florida
$6.05M 112,093 -1,182 -1%
CWM
77
Capital Wealth Management
Rhode Island
$6.01M 111,351 -738 -0.7%
AG
78
Appleton Group
Wisconsin
$5.94M 110,028 -5,157 -4%
BTS
79
BB&T Securities
Virginia
$5.94M 110,041 +12,620 +13%
GFPC
80
Global Financial Private Capital
Florida
$5.91M 109,397 -13,343 -11%
FWM
81
FFT Wealth Management
Pennsylvania
$5.76M 106,749 -8,957 -8%
Creative Planning
82
Creative Planning
Kansas
$5.68M 105,319 -9,274 -8%
RWA
83
River Wealth Advisors
Pennsylvania
$5.67M 105,043 +7,319 +7%
LA
84
LexAurum Advisors
Kansas
$5.37M 99,541 +27,781 +39%
ACM
85
AlphaStar Capital Management
North Carolina
$5.31M 98,442 -45,546 -32%
WA
86
Winfield Associates
Ohio
$5.24M 97,090 +3,475 +4%
GIM
87
Goelzer Investment Management
Indiana
$5.2M 96,437 +2,016 +2%
CWM
88
Cornerstone Wealth Management
Missouri
$5.2M 268,163 -5,267 -2%
NAM
89
NTV Asset Management
West Virginia
$4.93M 91,418 +400 +0.4%
SIAP
90
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$4.83M 89,555 -615 -0.7%
SBL
91
Sargent Bickham Lagudis
Colorado
$4.81M 89,210 +30,184 +51%
CAG
92
Csenge Advisory Group
Florida
$4.78M 94,600 +10,478 +12%
ONST
93
Old North State Trust
North Carolina
$4.59M 85,118 +85,118 New
IWA
94
IBEX Wealth Advisors
New Jersey
$4.47M 83,318 +4,510 +6%
EAMA
95
EFG Asset Management (Americas)
Florida
$4.42M 81,867 -81 -0.1%
AIA
96
Arrow Investment Advisors
Maryland
$4.21M 77,957 +3,428 +5%
CI
97
Cavalier Investments
Georgia
$4.09M 75,727 +75,727 New
WCM
98
Weatherstone Capital Management
Colorado
$4.01M 74,412 +74,412 New
Mirae Asset Global Investments
99
Mirae Asset Global Investments
South Korea
$3.98M 73,860 +7,713 +12%
ML
100
McAdam LLC
Pennsylvania
$3.92M 73,474 +2,003 +3%